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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BMcV who wrote (17632)	8/5/2004 8:51:48 AM
From: BMcV	Respond to of 95645

Any thoughts on "cycle time"? AMAT defines cycle time as that period between receiving inquiries and receiving cash payment. They have cut this period from 300 to 140 days, and aim for 100 days. It seems to me that this improvement in delivery times has implications both for rate of improvement in AMAT's operating results as well as the "rationality" of the cycle.

To: BMcV who wrote (17632)	8/5/2004 12:36:15 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95645

I found the full article. Amat is considering buying companies? This usually happens when they think things are cheap... He said services is a focus for the company and that the unit can outgrow its target "depending on acquisitions we are contemplating." www2.marketwatch.com Did any of the possible targets get a pop on this news? I don't follow them.... The article mentions PX and BRKS Applied has announced service deals in the past few months with Praxair (PX: news, chart, profile) and Brooks Automation (BRKS: news, chart, profile). "If we make a few acquisitions in that space, we should grow more," he said.